How to create an employee manually?

1. On your sidebar, go to Employees
2. Click on + New Employee in the upper right corner
3. Fill in the employee information
4. Choose whether or not to send a Factorial invitation: an email to the employee with a link to join Factorial.
5. Employee Onboarding: giving access to a limited version of Factorial to fill in the information and sign documents. The onboarding space is active by default
   1. Select an Onboarding: choose one of your onboarding workflows or the one that Factorial created by default
6. Click on Add Employee

How to import employees in bulk?

1. On your sidebar, go to Employees
2. Click on the (...)
3. Select Import employees
4. Select your Legal entity
5. Click on Download employees template to download the folder on your computer and fill it
6. Once you have finished adding your employees, upload the file back to Factorial with the same format (.XLSX)
7. Click on Import File

Tips for a successful importation

Some tips to ensure everything goes as expected:

1. Maintain the Excel structure: do not modify the structure of the Excel file. Only enter data in the provided blank fields.
2. Minimum required fields: the essential fields to fill in are the name, surname, and email. Other fields are optional.
3. Account number format: when registering the account number, include spaces between the numbers. For example 0034 2732 2812.
4. Org chart based on managers: the organizational chart is based on the hierarchy of managers. Ensure that each employee is assigned a manager in the corresponding field.
5. Leave the manager field empty if necessary: if a person does not have a manager, leave the manager field empty. Do not enter the same email address as the person.
6. Time off supervisor field: if a person does not have a time off supervisor, simply leave that field empty without entering any information.

How to manage Factorial invitations

After creating an employee account in Factorial, you have the ability to manage their invitations and ensure a smooth onboarding process. There are two scenarios you may encounter:

• Resend invitations: if an employee has received an invitation but hasn't accepted it yet, you can select their profile and choose the option to resend the invitation. This will send them the invitation again, prompting them to join Factorial.
• Invite employee: in cases where an employee was not initially invited and hasn't received any email, you can select their profile and choose the option to Invite employees. This will send them an invitation email, allowing them to join Factorial.

How to edit the employee work information

1. On your sidebar, go to Employees
2. Open the Employee profile
3. Be sure to be in Profile tab
4. In Work information you can:
   1. Assign the manager of the employee
   2. Modify the email: the employee profile is created with a personal email address. Then, right before the contract starts, the candidate's email address is changed to that of the company. For this purpose, the administrator is given permission to edit the employee's email address.
   3. Assign a Workplace
   4. Add the Employee company identifier: unique identifier of employee in the company

How to edit employees in bulk

1. On your sidebar, go to Employees
2. Apply filters to select the specific employees based on their state, office, or team
3. Filter by groups and press Apply group
4. Check the corresponding employees by adding a checkmark
5. Click on Modify data
6. Make the necessary changes
7. Press Edit data
8. Click on Save changes